You can find customers in a zip code that buy from a particular manufacturer by using the Smart View Locator from the Manufacturer Viewer screen.

Example:

In the following example we will look for customers that buy from the manufacturer Lee Jacob Mfg (LJM) in the zip code area beginning with 440 and then display the sales activity for one customer, Adel’s Dist/Cinci.

“Before implementing dynaMACS eSi, four people manually entered thousands of invoices. With eSi, one person enters all data. It saves us huge amounts of time and money. ”

Joe Falk, President
R.C. Bremer Marketing Associates, Inc.

Client Challenge

Since beginning his career with R.C. Bremer 18 years ago, Joe Falk was a sales rep, obtained CPMR certification, specialized in safety and eventually purchased the company from Bob Bremer in 2007.

During the transition, Falk was glad that he and the team had selected dynaMACS as its agency software in 2003 because “it’s rep-specific. dynaMACS understands how we work and what we’re looking for,” Falk says. Having the right software in place was one less thing that required Falk’s time and attention during the transition.

dynaMACS Solution

R.C. Bremer reaps the benefits of dynaMACS’ features that enable the agency to operate more efficiently and effectively, including:

eSi

With dynaMACS eSi the agency imports manufacturers’ sales invoices and reports electronically. “Before implementing eSi, end-of-month was a nightmare. Four people manually entered thousands of invoices. Now, one person enters all data. It saves us huge amounts of time and money,” Falk says.

Sales IQ

With Sales IQ, he looks at customer data in various ways. For example: “I look at this year’s versus last year’s data to see which lines are up or down.” he says. He is able to monitor the agency’s performance using recent sales and commission figures.

Commission tracking

Falk also tracks commissions. “Manufacturers are 30 to 60 days behind. We don’t get paid until they get paid.”

dynaMACS Mobile

R.C. Bremer sales reps can “take dynaMACS on the road.” They are able to download up-to-date numbers, so they have complete information on their territory.

For R.C. Bremer, dynaMACS has been the trusted solution for tracking sales and commissions and paying reps for more than 12 years…and going strong.

Enhanced Sales Rep Transfer

The Transfer Sales Rep History has been enhanced and moved to the Manufacturer/Customer/Sales Rep Transfer/Combine 1 screen. In previous versions of dynaMACS selecting the Update History to Current Sales Rep from the Edit>File Transfer/Combine menu would launch the following screen:

In dynaMACS 2015

In dynaMACS 2015 when selecting the Update History to Current Rep from the Edit>File Transfer/Combine menu the following dialog box will now appear. Select the OK button which will reroute you to the Manufacturer/Customer/Sale Rep Transfer/Combine 1 screen to complete the transfer of sales rep history.

2. Enter the previous Sales Rep code in the Sales Rep field on the left hand side of the screen.

3. Check the Assigned Rep box.

4. If there are commission splits to be transferred, select the checkbox for Transfer Commission Splits to this Sales Rep?

“Before buying software, I did my homework. For every question or need I had, dynaMACS had a solution.”

Wade Wohlford, President / Welding Specialist
BNT Sales Agency

Client Challenge

Spreadsheets used to be the rudimentary but necessary tool for BNT Sales Agency to track agency performance. The utilitarian process was time-consuming and limiting, showing only basic information. BNT needed more: the ability to see in-depth, organized sales and commission information.

When Wade Wohlford, President of BNT Sales Agency, saw a demonstration of dynaMACS at a trade show, he saw a world of opportunity; a wealth of sales and commission data at his disposal anytime – and the ability to see the agency in ways never before possible.

dynaMACS Solutions

“I did my homework, comparing various brands of software. For every question or need I had, dynaMACS had a solution,” Wohlford says.

dynaMACS combines sales and commission information for all manufacturers, customers and sales reps in one database. Sortable, filterable data enables Wohlford and his team to see exactly the information they need, in the ways they want to see it.

With the ability to view data, sorted by manufacturer, customer or sales rep – and much more, “I can look at a quick snapshot of customer and manufacturer numbers, or analyze in-depth data,” he says. Wohlford sees which territories are up or down, “We can identify which product lines to focus on.”

Wohlford says he also looks at year-over-year data, comparing this year to last for a full understanding of agency performance.

When it comes to analyzing sales, paying reps and tracking commissions, dynaMACS went beyond meeting BNT Sales Agency’s individual and specific needs. It changed the way agency operates.

dynaMACS has made the graphing capability easier than ever. We have created an instant graph option and a simpler way of placing the graph in other software. The following outlines the changes to this feature.

Quick Graph

In dynaMACS 2015 you have the option for a Quick Graph which will directly open up a graph based on the selections in the Sales IQ screen. This is now the default for the Graph button.

From the Sales IQ screen, click on the Graph button or the Down Arrow next to the Graph button and then select Quick Graph.

The Graph screen will appear displaying the information based on the selections that were made in the Sales IQ screen.

Graph

You can also use the regular graphing feature to change column headings and the graph title.

1. From the Sales IQ screen, click on the Down Arrow next to the Graph button and then select Graph.

2. This feature will display the Select Columns to Graph screen where you can change the default column headings for your graph.

Graphs Can Now be Easily Copied to Clipboard

Copying the graph has never been easier. By selecting the Copy to Clipboard button while in the Graph screen the graph will be copied to the clipboard and you can easily paste it into any document.